Wealth

Manager

WORKING TOGETHER TO

ACHIEVE YOUR LIFE GOALS

Who We Are

LIFESTYLE FINANCIAL PLANNING IS OUR APPROACH.


Based in Titchfield, Hampshire, we have been in business for over 25 years.


Wealth Manager has built up a network of professional contacts both locally and further afield enabling us to draw on legal or accounting support from the best in the business.


We all know that things change over time. The key to achieving your goals is to spend time identifying your priorities and then monitoring your progress as life takes its twists and turns. Good financial advice needs an ongoing relationship between you and your trusted adviser.


OUR PEOPLE

OUR QUALIFIED INDEPENDENT FINANCIAL ADVISERS EACH HAVE 30 YEARS OF EXPERIENCE TO DRAW ON.

ROBIN MAGILL ACII

Robin formed the business over 25 years ago to look after the financial needs of clients introduced by accountants and solicitors. He began his career with the world’s largest brokerage, instituted global pension schemes and returned to the UK joining Europe’s largest mutual assurer. Family generational wealth management has always been at the forefront of the business.

OUR SERVICES

OUR SERVICES CAN HELP YOU PLAN FOR.


Our service starts with finding out about you and your life ambitions. We will provide a report based on your circumstances and offer advice on how best to achieve your financial goals.


We know life can change so we will be there to help you review your progress and to adapt to new situations.


  • Wealth Manager Protecting your family from the financial effects of death or illness Wealth Manager
  • Wealth Manager Financing your house purchase Wealth Manager
  • Wealth Manager Funding for retirement Wealth Manager
  • Wealth Manager Investing for the future Wealth Manager
  • Wealth Manager Financing education Wealth Manager
  • Wealth Manager Planning to work abroad Wealth Manager
  • Wealth Manager Passing your wealth onto your family Wealth Manager

Industry News

Talking Point Schroders

Our service starts with finding out about you and your life ambitions. We will provide a report based on your circumstances and offer advice on how best to achieve your financial goals.

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CONTACT US

WealthManager
The Coach House
303/301 Titchfield Road
Titchfield
HAMPSHIRE
PO14 3ER


Tel +44 (0) 1329 842707
Fax: +44 (0) 1329 842764
E-mail: info@wealthmanager.co.uk


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